arrow-dk The Modern Twist to Getting Your Affairs in Order

How to Avoid 5 Common Mistakes That Put Your Family in Crisis

5-common-mistakes-

Get your FREE Guide now! Plus, get exclusive monthly updates, tips, interviews, webinars & more!

No spam. Promise!

Your “Now and Then” Plan is your practical plan that gives you the ability to manage your information, make good decisions, and provide valuable information to your family in the case of an emergency.   It’s the difference between chaos and control in a crisis.     Don’t leave a mess for your family!   

seminar1“WOW!   I NEVER THOUGHT OF THAT!”
DECEMBER 6th  – 9:30am-11:30am   
Planning Workshop 
Dietert Center –  Kerrville, TX  

When it comes to getting your affairs in order, most of us think we’re ready with only our will in place. But it’s the “nitty-gritty” details (information we often keep in our heads) and critical decisions we didn’t realize we needed to make, that can put a spouse or family in crisis if something unexpected happens. In this class you will learn 1) What information is important and why 2) Common pitfalls to look out for and 3) What to start with today. Each student will receive a planning packet.

 

green learnmore

 

Your own house property service

DID YOU MISS IT?
FREE Webcast –  “Demystifying Estate Planning”
Studies show that about 50% of baby boomers don’t have a will and an estate plan in place, and that number is higher with the younger population.   Why is that?

We recently held a live webinar where we brought estate planning into the spotlight and busted through some of the myths that keep people from getting their wills done.      We  explored software wills, online legal planning and how to get the most “bang for your buck” when working with an attorney.  Plus, we had a lively round of questions from our viewers and our  live guest, Margaret Menicucci,estate attorney and counselor at Braun & Gresham did a great job on the hot seat!

CLICK HERE TO VIEW RECORDING 

 

Free tips, exclusive updates, webinars, interviews & more!